Filed August 14, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $12,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,107 | $134,045-40.2% | $80,019+0.1% | $75,289+6.4% |
| Participation rate | 98.3% | 85.8%+12.5pp | 75.8%+22.4pp | 72.4%+25.8pp |
| Annual return | 7.42% | -0.56%+8.0pp | 11.22%-3.8pp | -0.04%+7.5pp |
| Employer contribution / active EE | $4,656 | $3,492+33.3% | $2,468+88.7% | $2,405+93.6% |
| Participant deferral / active EE | $2,777 | $4,976-44.2% | $3,686-24.7% | $3,739-25.7% |
| Admin fee / account holder | $5 | $124-95.9% | $6,521-99.9% | $102-95.0% |